How to Connect Oktopost to Zapier

Zapier is an online automation tool that connects hundreds of apps, such as Slack, MailChimp, and now Oktopost. With the Zapier Oktopost integration, you can automate repetitive tasks without coding, and it's easy enough to build workflows with just a few clicks.

To connect your Oktopost account to Zapier, you will need:

  • An Oktopost account
  • A Zapier account

Getting Started

To create your first Zap with Oktopost, search for "Oktopost" inside the Apps Search in Zapier and follow these steps to connect your Oktopost account to Zapier.

To connect Oktopost and Zapier, you will need your Oktopost API credentials. To find your API credentials, go to My Profile > API in your account, copy the Account Id and API Key, and paste them to Zapier.

Once connected, you will be able to use the various actions and triggers Oktopost has to offer within any task or workflow within Zapier.

Triggers

A trigger is an event that starts a Zap. For example, if you want to send a text message each time you receive an email, the trigger is ‘new email in inbox’.

Trigger Description
New Assignment Triggers when a conversation is assigned to a new user
New Conversation Triggers when a new conversation is available in your inbox.
New Advocacy Message Triggers when a new message is added to the social advocacy board.
New Social Conversion Triggers when a social conversion is captured.
New Note on Conversation Triggers when a new note is added to a conversation.
New Campaign Triggers when a new campaign is created.

Actions

An action is an event a Zap performs after it’s triggered. For example, if you want to send a text message each time you receive an email, the action is ‘send a text message’.

Action Description
Add Media Adds a new image to the media library.
Create Message Creates a new message asset in a campaign.
Create Campaign Creates a new Oktopost campaign.

Zapier’s search actions can find data in apps and optionally create new items if the search returns no results. Search actions let you do more with the data you’ve already added to your app: for example, if you need to look up info about an item to use in a subsequent step.

Search Description
Find Lead Find a lead record by email.
Get Lead Get lead data by Id.
Get User Get user data by Id.
Find UserFind an account user by name.
Get Message Get message data by Id.

You can visit our Oktopost Zapier integration page to learn which actions, triggers, and searches are available, get ideas, or use our Zap templates.

You can reach out to Zapier support 24/7 at contact@zapier.com.

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